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Towne Trust Company, N.A: NEE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Towne Trust Company, N.A on NEE, newest first. How the timeline and the estimate are built.

Towne Trust Company, N.A held 64,177 NEE shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,177 shares
    Change vs previous 13F +1,966 shares

    1.71% of the 13F portfolio, value $5,632,816.

    13F-HR 0001102256-26-000004 filed by Towne Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 62,211 shares
    Change vs previous 13F -4,252 shares

    1.86% of the 13F portfolio, value $5,778,158.

    13F-HR 0001102256-26-000003 filed by Towne Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 66,463 shares
    Change vs previous 13F -875 shares

    1.66% of the 13F portfolio, value $5,335,650.

    13F-HR 0001102256-26-000002 filed by Towne Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 67,338 shares
    Change vs previous 13F -3,240 shares

    1.64% of the 13F portfolio, value $5,083,346.

    13F-HR 0001102256-25-000009 filed by Towne Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 70,578 shares
    Change vs previous 13F -886 shares

    1.71% of the 13F portfolio, value $4,899,525.

    13F-HR/A 0001102256-25-000007 filed by Towne Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 71,464 shares
    Change vs previous 13F -4,219 shares

    1.78% of the 13F portfolio, value $5,066,083.

    13F-HR 0001102256-25-000003 filed by Towne Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 75,683 shares
    Change vs previous 13F -1,500 shares

    1.9% of the 13F portfolio, value $5,425,715.

    13F-HR 0001102256-25-000001 filed by Towne Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 77,183 shares
    Change vs previous 13F not available

    2.34% of the 13F portfolio, value $6,524,279.

    13F-HR 0001102256-24-000004 filed by Towne Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).